Whipplewood Advisors’s PNC Financial Services PNC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$4.19K Sell
17
-37
-69% -$8.29K ﹤0.01% 335
2026
Q1
$11.2K Buy
+54
New +$11.8K 0.01% 468
2025
Q3
– Sell
-102
Closed -$19K – 936
2025
Q2
$19K Buy
102
+77
+308% +$13K 0.01% 470
2025
Q1
$30.4K Sell
25
-148
-86% -$27.9K 0.02% 381
2024
Q4
$33.4K Buy
+173
New +$34K 0.02% 374

Other funds holding PNC

Whipplewood Advisors's PNC Position: Q2 2026 in Review

Whipplewood Advisors reduced its PNC Financial Services (PNC) stake by 69% in Q2 2026, selling an estimated $8.29K and leaving 17 shares worth $4.19K. The position accounts for ﹤0.01% of the portfolio, ranked #335.

Whipplewood Advisors first reported a position in PNC in Q4 2024 and has held it in 5 quarters since. The position peaked at $33.4K in Q4 2024. 2,040 funds tracked by Wall St. Rank hold PNC as of Q2 2026.

  • Whipplewood Advisors held 17 shares of PNC Financial Services worth $4.19K as of Q2 2026.
  • Whipplewood Advisors sold 37 PNC Financial Services shares in Q2 2026, an estimated $8.29K.
  • PNC Financial Services made up ﹤0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #335 holding.
  • Whipplewood Advisors first reported a position in PNC Financial Services in Q4 2024 and has held it in 5 quarters since.
  • Whipplewood Advisors's PNC Financial Services position peaked at $33.4K in Q4 2024.
  • 2,040 funds tracked by Wall St. Rank held PNC Financial Services as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.